HomeMy WebLinkAbout11-22-10COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280801
HARRISBURG, PA 17128-0601
RECEIVED FROM:
GELLER MARY A
231 FRANKLIN ROAD
GLENCOE, IL 60022
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PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: SSN: 344-i2-9002
FILE NUMBER: 2109-0929
DECEDENT NAME: SCHARDING ROBERT M
DATE OF PAYMENT: 11/22/2010
POSTMARK DATE: 11/18/2010
COUNTY: CUMBERLAND
DATE OF DEATH: 09/28/2009
REV-7162 EXI17-961
NO. CD 013676
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
101 ~ 56.84
TOTAL AMOUNT PAID:
REMARKS: MARY GELLER
CHECK#1169
SEAL
INITIALS: WZ
56.84
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
NOTICE OF INHERITANCE TAX pCrII1SyLVaIrI~C~ ~
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, .ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION nn ~^A~A ~~WN~~ND ASSESSMENT OF TAX REV-1547 EX pFP (12-09)
PO BOX 280601 f~,r-~, ~~1 t(.11 ~.1 `~._R~[ 1J[.
HARRISBURG PA 17128-D601 ~./4 IL` (r^ S ~~~ i~~~ij ~ ~
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DATE 11-OL-2010
2010 NOY 22 AM 11144 ESTATE OF SCHARDING ROBERT M
DATE OF DEATH 09-28-2009
FILE NUMBER 21 09-0929
CLERK OF COUNTY CUMBERLAND
CRAIG A DIEHL ESQ 'S COURT ACN 101
3464 TRINDLE RD CUR~.~[7 CC}, PA APPEAL DATE: 12-31-2010
CAMP HILL PA 17011-4436 (See reverse side under Objections)
Aaount Renitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHDUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- -! RETAIN LOWER PORTION FOR YOUR RECORDS E~
REV-1547 EX AFP C12-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: SCHARDING ROBERT MFILE N0.:21 09-0929 ACN: 101 DATE: 11-01-2010
TAX RETURN WAS: C X)~ACCEPTED AS FILED C ) CHANGED
APPRAISED YALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Estate (Schedule A) C1) •00 NOTE: To ensure proper
2. Stocks and Bonds CSchedule.8) (2) 64r153.61 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 41,512.49 -
6. Jointly Owned Property (Schedule F) (6) 2,581 .86 ~ -~
7. Transfers (Schedule G) (7) 804, 191 .87
8. Total Assets (e) 912,439.83 '
'APPROVED DEDUCTIONS AND EXEMPT:IONSs
9. Funeral Expenses/Adm.Costs/Misc. Expenses (Schedule H) (9) 34.454.80
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,792.56
11. Total Deductions (11) 42,247.36
12. Net Value of Tax Return (12) 870, 192.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1+500.00
14. Net Value of Estate Sub3eet to Tax C14) 868,692..47
NOTE: If an assess~ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiDUres that include the total of ALL returns assessed to date.
ASS-E55NENT OF 'i'AJC:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 ~ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) R68.69?.47 x 045 = 39,091.16
17. Amount of Line 14 at Sibling rate C37). . .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) .00 X 15 .00
19. Principal Tax Due (19)= 39, 091.16
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) pMDUNT PAID
12-22-2009 CDO',12134 1,894.74 36,000.00
OS-19-2010 CDO'13240 .00 1,196.42
BALANCE OF UNPAID IINTEREST/PENALTY AS OF 08-20-2010
TOTAL TAX PAYMENT 39,091.16
BALANCE OF TAX DUE - .00
INTEREST AND PEN. 6.84
TOTAL DUE 6.84
^ IF PAID AFTER DATE INTYICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. ~~A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
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ORPHAN'S COURT
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